BARLX Mutual Fund

BARLX Mutual Fund (Beacon Accelerated Return Strategy Fund Institutional Class) is managed by Beacon Trust with $56.4M in net assets. BARLX expense ratio is 1.29%, holding 36 positions across various sectors. Inception date: 2017-10-02.

BARLX performance shows a YTD return of 1.61%. The 1-year return is 35.17% and the 5-year return is 15.54%. BARLX dividend yield stands at 25.82%, paid annually.

BARLX top holdings include a diversified portfolio. Go to all BARLX holdings, BARLX sectors, or BARLX dividends.

BARLX can be compared against other funds. Use BARLX overlap to find shared positions, or BARLX vs another fund for a side-by-side view. BARLX alternatives are available via the screener, along with tax-loss harvesting opportunities.